EFIV vs. JPUS ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$55.35

Average Daily Volume

126,970

Number of Holdings *

316

* may have additional holdings in another (foreign) market
JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$119.21

Average Daily Volume

7,891

Number of Holdings *

354

* may have additional holdings in another (foreign) market
Performance
Period EFIV JPUS
30 Days 1.58% 3.61%
60 Days 2.96% 6.37%
90 Days 4.08% 8.24%
12 Months 29.90% 24.93%
148 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in JPUS Overlap
AAPL C 9.5% 0.36% 0.36%
ABBV C 1.01% 0.38% 0.38%
ABT C 0.6% 0.34% 0.34%
ACGL C 0.12% 0.35% 0.12%
ACN C 0.65% 0.33% 0.33%
ADBE F 0.78% 0.06% 0.06%
ADM D 0.09% 0.37% 0.09%
AFL C 0.17% 0.4% 0.17%
AMAT D 0.45% 0.29% 0.29%
AME C 0.11% 0.23% 0.11%
AMGN B 0.52% 0.41% 0.41%
AMP A 0.13% 0.23% 0.13%
AVB B 0.1% 0.34% 0.1%
AVY C 0.05% 0.16% 0.05%
BAC D 0.78% 0.26% 0.26%
BBY C 0.06% 0.26% 0.06%
BDX D 0.2% 0.2% 0.2%
BMY C 0.29% 0.22% 0.22%
CAG C 0.04% 0.42% 0.04%
CAH C 0.08% 0.35% 0.08%
CARR B 0.19% 0.09% 0.09%
CAT B 0.49% 0.24% 0.24%
CB B 0.35% 0.29% 0.29%
CBOE C 0.06% 0.3% 0.06%
CBRE A 0.11% 0.05% 0.05%
CF C 0.04% 0.3% 0.04%
CFG C 0.05% 0.06% 0.05%
CI C 0.3% 0.4% 0.3%
CL D 0.26% 0.42% 0.26%
CMCSA D 0.46% 0.39% 0.39%
CMI C 0.12% 0.34% 0.12%
COF B 0.16% 0.34% 0.16%
CPB C 0.03% 0.42% 0.03%
CSCO C 0.59% 0.35% 0.35%
CSGP D 0.09% 0.08% 0.08%
CSX D 0.19% 0.13% 0.13%
CTVA B 0.11% 0.3% 0.11%
CVS D 0.21% 0.27% 0.21%
CVX D 0.71% 0.3% 0.3%
DFS B 0.09% 0.1% 0.09%
DGX B 0.05% 0.36% 0.05%
DHI B 0.17% 0.46% 0.17%
DHR B 0.53% 0.33% 0.33%
DOW D 0.1% 0.29% 0.1%
DVA B 0.02% 0.4% 0.02%
EA D 0.1% 0.16% 0.1%
ECL B 0.19% 0.29% 0.19%
ED C 0.11% 0.4% 0.11%
EG C 0.05% 0.3% 0.05%
EIX C 0.1% 0.43% 0.1%
ELV C 0.38% 0.36% 0.36%
EQIX C 0.25% 0.33% 0.25%
EQR B 0.08% 0.23% 0.08%
EQT D 0.06% 0.26% 0.06%
ETN C 0.36% 0.36% 0.36%
ETR B 0.08% 0.43% 0.08%
EXC C 0.12% 0.35% 0.12%
FANG D 0.09% 0.3% 0.09%
FCX D 0.18% 0.23% 0.18%
FITB B 0.08% 0.27% 0.08%
FRT C 0.03% 0.1% 0.03%
GILD B 0.31% 0.33% 0.31%
GIS B 0.12% 0.4% 0.12%
GOOGL D 2.69% 0.1% 0.1%
GWW B 0.13% 0.38% 0.13%
HBAN B 0.06% 0.27% 0.06%
HIG B 0.1% 0.43% 0.1%
HOLX B 0.06% 0.31% 0.06%
HPE D 0.06% 0.23% 0.06%
HRL C 0.03% 0.29% 0.03%
HST C 0.04% 0.36% 0.04%
HUBB B 0.06% 0.31% 0.06%
HUM F 0.12% 0.04% 0.04%
IPG C 0.03% 0.15% 0.03%
IRM C 0.1% 0.48% 0.1%
ITW C 0.2% 0.31% 0.2%
K B 0.06% 0.52% 0.06%
KDP B 0.11% 0.19% 0.11%
KEY B 0.04% 0.05% 0.04%
KHC C 0.08% 0.41% 0.08%
KIM C 0.05% 0.34% 0.05%
KLAC D 0.29% 0.33% 0.29%
KMI B 0.12% 0.33% 0.12%
KO C 0.82% 0.43% 0.43%
KR C 0.11% 0.41% 0.11%
LIN B 0.66% 0.28% 0.28%
LLY C 2.21% 0.4% 0.4%
LOW B 0.43% 0.35% 0.35%
LRCX F 0.29% 0.25% 0.25%
LW D 0.03% 0.01% 0.01%
LYB D 0.07% 0.36% 0.07%
MAS B 0.05% 0.3% 0.05%
MDLZ B 0.29% 0.42% 0.29%
MDT C 0.35% 0.26% 0.26%
MMC C 0.34% 0.38% 0.34%
MOS F 0.02% 0.15% 0.02%
MPC F 0.17% 0.35% 0.17%
MRK D 0.86% 0.32% 0.32%
MSFT C 9.39% 0.35% 0.35%
NEM B 0.18% 0.23% 0.18%
NKE D 0.28% 0.07% 0.07%
NVDA D 8.67% 0.34% 0.34%
OTIS C 0.11% 0.07% 0.07%
OXY F 0.1% 0.09% 0.09%
PCAR D 0.15% 0.05% 0.05%
PEG B 0.12% 0.43% 0.12%
PEP C 0.72% 0.4% 0.4%
PFE C 0.49% 0.23% 0.23%
PFG B 0.05% 0.1% 0.05%
PG C 1.21% 0.39% 0.39%
PH B 0.22% 0.33% 0.22%
PHM B 0.08% 0.44% 0.08%
PLD C 0.36% 0.21% 0.21%
PRU C 0.12% 0.09% 0.09%
PSA B 0.17% 0.39% 0.17%
PSX F 0.16% 0.33% 0.16%
PWR B 0.12% 0.37% 0.12%
QCOM D 0.55% 0.21% 0.21%
REG C 0.04% 0.41% 0.04%
REGN C 0.37% 0.41% 0.37%
RF B 0.06% 0.08% 0.06%
ROST C 0.15% 0.26% 0.15%
RSG D 0.12% 0.4% 0.12%
SJM C 0.04% 0.25% 0.04%
SRE C 0.15% 0.36% 0.15%
STT A 0.07% 0.12% 0.07%
SYF C 0.06% 0.37% 0.06%
SYK C 0.37% 0.29% 0.29%
SYY D 0.11% 0.41% 0.11%
T C 0.46% 0.46% 0.46%
TAP D 0.03% 0.41% 0.03%
TGT C 0.2% 0.24% 0.2%
TJX B 0.39% 0.35% 0.35%
TMUS C 0.31% 0.43% 0.31%
TRGP B 0.1% 0.46% 0.1%
TSCO C 0.09% 0.37% 0.09%
TSN C 0.05% 0.3% 0.05%
UNH C 1.6% 0.37% 0.37%
UNP C 0.45% 0.3% 0.3%
USB B 0.2% 0.1% 0.1%
VLO F 0.13% 0.32% 0.13%
VTR C 0.08% 0.27% 0.08%
WELL C 0.23% 0.42% 0.23%
WM D 0.23% 0.38% 0.23%
WMB B 0.16% 0.34% 0.16%
WY C 0.07% 0.34% 0.07%
XOM C 1.48% 0.38% 0.38%
ZTS C 0.26% 0.32% 0.26%
EFIV Overweight 168 Positions Relative to JPUS
Symbol Grade Weight
GOOG D 2.25%
TSLA C 1.89%
JPM D 1.75%
V C 1.33%
MA B 1.2%
COST B 1.2%
HD B 1.1%
WMT C 1.01%
CRM D 0.73%
AMD D 0.72%
MCD B 0.62%
GE B 0.55%
NEE C 0.51%
SPGI B 0.49%
DIS D 0.48%
GS C 0.45%
AXP B 0.43%
UBER C 0.42%
BLK B 0.37%
MS D 0.36%
BSX B 0.36%
ADP B 0.34%
AMT C 0.33%
SBUX C 0.33%
C C 0.32%
DE B 0.3%
MU F 0.29%
UPS D 0.28%
SCHW D 0.27%
ICE C 0.27%
SHW B 0.26%
TT B 0.24%
INTC F 0.24%
CMG C 0.23%
CME C 0.23%
PYPL B 0.22%
MCO B 0.22%
AON B 0.22%
PNC B 0.21%
CTAS B 0.21%
AJG D 0.19%
APD B 0.18%
MAR C 0.17%
SLB F 0.17%
NSC C 0.17%
EMR D 0.17%
GM C 0.16%
OKE B 0.16%
TRV C 0.16%
HLT B 0.16%
ADSK C 0.16%
TFC C 0.16%
BK B 0.15%
DLR B 0.15%
MET B 0.14%
FIS B 0.14%
JCI B 0.14%
URI B 0.14%
AIG D 0.14%
ALL B 0.14%
PAYX C 0.13%
TEL D 0.13%
MSCI C 0.13%
RCL B 0.12%
CNC D 0.12%
A C 0.12%
EW F 0.12%
IDXX C 0.12%
IR C 0.11%
RMD C 0.11%
EXR B 0.11%
YUM D 0.11%
VRSK D 0.11%
EBAY B 0.1%
BKR C 0.1%
HES F 0.1%
BIIB F 0.09%
PPG D 0.09%
HSY C 0.09%
WTW C 0.09%
WAB B 0.09%
ON D 0.09%
NDAQ A 0.09%
ROK D 0.09%
LULU D 0.09%
MTD D 0.09%
XYL C 0.09%
FTV C 0.08%
SBAC C 0.08%
DOV B 0.08%
IFF B 0.08%
AXON B 0.08%
MTB B 0.08%
GPN D 0.08%
DAL C 0.08%
AWK B 0.08%
HPQ D 0.08%
CPAY B 0.07%
SW B 0.07%
MRNA F 0.07%
TROW D 0.07%
ES C 0.07%
TTWO C 0.07%
DECK C 0.07%
HAL F 0.07%
BR D 0.07%
DVN F 0.07%
WAT C 0.06%
ARE C 0.06%
GPC D 0.06%
OMC B 0.06%
EL F 0.06%
BAX C 0.06%
BALL C 0.06%
WDC D 0.06%
MKC C 0.06%
ZBH F 0.06%
RJF C 0.06%
AMCR B 0.05%
DOC C 0.05%
CCL C 0.05%
EXPE C 0.05%
FDS C 0.05%
NTRS A 0.05%
ULTA D 0.05%
APTV D 0.05%
KMX D 0.04%
ALLE B 0.04%
JKHY B 0.04%
JBHT D 0.04%
POOL C 0.04%
UDR C 0.04%
LVS D 0.04%
AKAM D 0.04%
IEX D 0.04%
SWK B 0.04%
PNR B 0.04%
GL C 0.03%
HAS B 0.03%
DAY D 0.03%
TPR C 0.03%
MGM F 0.03%
NWSA D 0.03%
CRL F 0.03%
AIZ B 0.03%
MKTX C 0.03%
ALB D 0.03%
LKQ F 0.03%
INCY C 0.03%
TFX C 0.03%
BXP B 0.03%
CHRW B 0.03%
BEN F 0.02%
BBWI F 0.02%
ETSY F 0.02%
WBA F 0.02%
BIO C 0.02%
AAL D 0.02%
IVZ B 0.02%
WYNN D 0.02%
RL C 0.02%
BWA D 0.02%
MHK C 0.02%
FMC C 0.02%
CZR C 0.02%
NCLH C 0.02%
NWS D 0.01%
PARA F 0.01%
EFIV Underweight 206 Positions Relative to JPUS
Symbol Grade Weight
FYBR C -0.51%
PM C -0.46%
PGR B -0.46%
HRB C -0.46%
OHI B -0.45%
JLL B -0.45%
TOL B -0.45%
MSI B -0.44%
NVR B -0.44%
MO C -0.44%
USFD B -0.43%
CUBE B -0.43%
INGR B -0.43%
HCA B -0.43%
UHS B -0.43%
PPL C -0.42%
LMT C -0.42%
PNW C -0.42%
FCNCA D -0.42%
NI B -0.42%
SO B -0.42%
POST C -0.42%
LEN B -0.42%
JNPR B -0.41%
CLH A -0.41%
UNM B -0.41%
KVUE C -0.41%
SPG B -0.41%
BRK.A C -0.41%
VZ B -0.41%
LAMR B -0.41%
GRMN D -0.4%
ESS B -0.4%
PFGC B -0.4%
ANET B -0.4%
CLX C -0.39%
META B -0.39%
FE C -0.39%
ORCL C -0.38%
ROKU C -0.38%
BRX B -0.38%
KMB D -0.38%
PCG C -0.38%
GLPI C -0.38%
CASY D -0.38%
GD B -0.38%
CTSH C -0.37%
XEL B -0.37%
UTHR C -0.37%
VRTX D -0.37%
AM C -0.37%
D C -0.37%
VICI C -0.37%
EVRG B -0.36%
MTG B -0.36%
ORLY C -0.36%
ADI C -0.36%
FNF B -0.36%
CHD D -0.36%
WEC C -0.36%
AZO D -0.36%
STZ D -0.36%
DKS D -0.36%
OGE C -0.36%
SCCO D -0.35%
APH D -0.35%
NXST D -0.35%
BG D -0.35%
DUK C -0.35%
WSM D -0.34%
FAST C -0.34%
RS D -0.34%
INTU C -0.34%
BLDR C -0.34%
WLK D -0.34%
VST C -0.34%
CHTR D -0.34%
IP B -0.34%
DTE C -0.33%
AVGO C -0.33%
BAH C -0.33%
CEG C -0.33%
MNST D -0.33%
CIEN C -0.33%
AOS D -0.32%
CE F -0.32%
MCK F -0.32%
NTAP D -0.31%
ACI F -0.31%
NFG B -0.31%
IT B -0.31%
CTRA D -0.31%
LNG C -0.3%
ALSN B -0.3%
CMS C -0.3%
PAG D -0.3%
STLD F -0.3%
CNP C -0.3%
ORI B -0.29%
STE C -0.29%
GNTX F -0.28%
NUE F -0.28%
EMN B -0.28%
OC D -0.28%
MRO C -0.28%
X F -0.28%
CDNS D -0.28%
EOG D -0.27%
ESI D -0.27%
SPB C -0.27%
PKG B -0.27%
WPC C -0.26%
OLN D -0.26%
STAG C -0.26%
RPM B -0.26%
DOX C -0.25%
HUN D -0.25%
COP D -0.25%
DINO F -0.24%
UGI C -0.24%
JEF B -0.24%
WST D -0.24%
DRI B -0.24%
GEHC C -0.24%
MAA B -0.23%
FLO C -0.23%
MSM D -0.23%
VTRS D -0.22%
SNX D -0.22%
NNN C -0.21%
ITT B -0.21%
PK D -0.21%
BPOP C -0.21%
ALLY F -0.21%
SAM F -0.2%
MEDP F -0.2%
CCI C -0.2%
TKR D -0.2%
CELH F -0.2%
XP D -0.19%
EPR B -0.19%
THC A -0.19%
F F -0.18%
SCI B -0.18%
EXP B -0.18%
CPT B -0.18%
STWD B -0.18%
TMO B -0.18%
NEU D -0.18%
CLF F -0.17%
CNM F -0.17%
RHI D -0.17%
M F -0.17%
OMF D -0.17%
FR B -0.17%
CHE C -0.17%
GAP F -0.17%
APO C -0.16%
RGA C -0.16%
MOH D -0.16%
SWKS D -0.16%
CSL B -0.15%
KRC B -0.15%
ASH D -0.15%
ATO B -0.15%
HIW B -0.15%
BKNG C -0.14%
R A -0.14%
COKE C -0.13%
WU F -0.13%
CACI B -0.13%
BRBR C -0.12%
WRB C -0.12%
VIRT C -0.12%
IBM B -0.11%
VVV D -0.1%
UI B -0.1%
PPC D -0.09%
SLM D -0.09%
IDA C -0.09%
SAIC C -0.09%
CHK D -0.09%
LOPE D -0.08%
IRDM D -0.07%
EGP B -0.07%
LPX B -0.07%
DLB D -0.06%
AFG B -0.06%
RRC D -0.05%
DTM B -0.05%
TNL D -0.05%
CWEN C -0.05%
AGO C -0.04%
SSNC B -0.04%
LSTR D -0.04%
VLTO C -0.04%
FTRE D -0.03%
LEG D -0.03%
HOG C -0.03%
CRI D -0.03%
LBRDK F -0.03%
KSS F -0.01%
SON C -0.01%
AEE C -0.01%
CC F -0.01%
GO F -0.01%
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